Liabilities / Assets
18th percentile
Higher debt load relative to assets than 18% of similar nonprofits.
990 • Fiscal year 2012 • EIN 36-6076334
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
18th percentile
Higher debt load relative to assets than 18% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$4,362,997
Up $337,931 (+8.4%) from 2011
Net Assets
Up$4,349,035
Up $326,660 (+8.1%) from 2011
Liabilities
Up$13,962
Up $11,271 (+419%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$194,170
Down $40,330 (-17%) from 2011
Net Income
-
No earlier filing loaded for comparison.
The education trust is organized for charitable, literary, educational and scientific purposes. In futherance of those purposes, but always limited by the foregoing general purposes, the education trust shall have the power to: (1) receive, administer and disburse funds for the purpose of improving, advancing, researching and teaching the techniques of real estate appraisal, with benefits to be made available to the interested public; (2) promote and conduct research and study into all aspects of real estate appraisal, with findings and conclusions to be made available to the interested public; (3) foster the establishment of educational standards for real estate appraisal; (4) maintain a library and encourage and cause the writing and publication of treatises, books and pamphlets relating to real estate appraisal, which are to be made available to the interested public;(see mission continuation)
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 2691 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 13962 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/Activity2/Description | 0 | AWARDS AND HONORARIUM - TO PROMOTE AND CONDUCT RESEARCH INTO ALL ASPECTS OF REAL ESTATE APPRAISAL, WITH FINDINGS AND CONCLUSIONS TO BE MADE AVAILABLE TO THE INTERESTED PUBLIC. |
| IRS990/Activity2/Expense | 0 | 6500 |
| IRS990/Activity2/Grants | 0 | 6500 |
| IRS990/ActivityOrMissionDescription | 0 | PROVIDE FUNDS FOR SCHOLARSHIPS, INTERNSHIPS, GRANTS, AND AWARDS TO DESERVING STUDENTS OF REAL ESTATE APPRAISAL AND OTHER INDIVIDUALS OR ORGANIZATIONS. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 200 WEST MADISON NO 1500 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | CHICAGO |
| IRS990/AddressPrincipalOfficerUS/State | 0 | IL |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 60606 |
| IRS990/AllOtherContributions | 0 | 45497 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 0 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 0 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CashNonInterestBearing/BOY | 0 | 48009 |
| IRS990/CashNonInterestBearing/EOY | 0 | 105630 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContributionsGrantsCurrentYear | 0 | 45497 |
| IRS990/ContributionsGrantsPriorYear | 0 | 53188 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | 1 |
| IRS990/Description | 0 | SCHOLARSHIPS - TO PROVIDE SCHOLARSHIPS TO QUALIFIED PERSONS' EDUCATION IN THE FIELD OF REAL ESTATE APPRAISAL. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/ElectionOfBoardMembers | 0 | 1 |
| IRS990/ExcessBenefitTransaction | 0 | 0 |
| IRS990/Expense | 0 | 102470 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/ManagementAndGeneral | 0 | 11400 |
| IRS990/FeesForServicesAccounting/Total | 0 | 11400 |
| IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral | 0 | 39552 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 39552 |
| IRS990/FollowSFAS117 | 0 | X |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form8282PropertyDisposedOf | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 9 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 10 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 11 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 12 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 13 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 1 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 2 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 3 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 4 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 5 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 6 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 7 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 8 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 9 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 10 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 11 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 12 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 13 | 50.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 9 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 10 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 11 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 12 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | ROBERT W TAYLOR MAI SRA RM |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | J BRIAN O'DONNELL MAI |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | ROBERT P CARINGELLA MAI |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | LAWRENCE J COLORITO JR MAI |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | TERRY R DUNKIN MAI SRA SRPA |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | JEFFREY S ENRIGHT MAI |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | JOHN A HILLAS MAI SRA |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | CHERYL A KUNZLER SRA |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | TERRELL R OETZEL MAI |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | RICHARD D POWERS MAI SRA |
| IRS990/Form990PartVIISectionA/NamePerson | 10 | R WAYNE PUGH MAI SRPA |
| IRS990/Form990PartVIISectionA/NamePerson | 11 | KEN P WILSON MAI SRA SRPA |
| IRS990/Form990PartVIISectionA/NamePerson | 12 | LESLIE P SELLERS MAI SRA RM |
| IRS990/Form990PartVIISectionA/NamePerson | 13 | WILLIAM T ZIMMERMANN |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/Officer | 2 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 9 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 10 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 11 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 12 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 13 | 23427 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 11 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 12 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 13 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 11 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 12 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 13 | 246933 |
| IRS990/Form990PartVIISectionA/Title | 0 | CHAIR |
| IRS990/Form990PartVIISectionA/Title | 1 | VICE CHAIR |
| IRS990/Form990PartVIISectionA/Title | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 13 | TREASURER |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FSAuditedBasis/FinancialStatementSeparate | 0 | X |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/FundsToPayPremiums | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | 148252 |
| IRS990/Gaming | 0 | 0 |
| IRS990/Grants | 0 | 102470 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 108970 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 116122 |
| IRS990/GrantsToDomesticIndividuals/ProgramServices | 0 | 37970 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 37970 |
| IRS990/GrantsToDomesticOrgs/ProgramServices | 0 | 71000 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 71000 |
| IRS990/GrantsToIndividuals | 0 | 1 |
| IRS990/GrantsToOrganizations | 0 | 1 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 1264842 |
| IRS990/GrossReceipts | 0 | 1431136 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartIII | 0 | X |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InformationTechnology/ManagementAndGeneral | 0 | 61 |
| IRS990/InformationTechnology/Total | 0 | 61 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 269049 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 120797 |
| IRS990/InvestmentIncomePriorYear | 0 | 160363 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 120797 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 3561119 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 3802467 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 1116590 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LobbyingActivities | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 1 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 1 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | THE EDUCATION TRUST IS ORGANIZED FOR CHARITABLE, LITERARY, EDUCATIONAL AND SCIENTIFIC PURPOSES. IN FUTHERANCE OF THOSE PURPOSES, BUT ALWAYS LIMITED BY THE FOREGOING GENERAL PURPOSES, THE EDUCATION TRUST SHALL HAVE THE POWER TO: (1) RECEIVE, ADMINISTER AND DISBURSE FUNDS FOR THE PURPOSE OF IMPROVING, ADVANCING, RESEARCHING AND TEACHING THE TECHNIQUES OF REAL ESTATE APPRAISAL, WITH BENEFITS TO BE MADE AVAILABLE TO THE INTERESTED PUBLIC; (2) PROMOTE AND CONDUCT RESEARCH AND STUDY INTO ALL ASPECTS OF REAL ESTATE APPRAISAL, WITH FINDINGS AND CONCLUSIONS TO BE MADE AVAILABLE TO THE INTERESTED PUBLIC; (3) FOSTER THE ESTABLISHMENT OF EDUCATIONAL STANDARDS FOR REAL ESTATE APPRAISAL; (4) MAINTAIN A LIBRARY AND ENCOURAGE AND CAUSE THE WRITING AND PUBLICATION OF TREATISES, BOOKS AND PAMPHLETS RELATING TO REAL ESTATE APPRAISAL, WHICH ARE TO BE MADE AVAILABLE TO THE INTERESTED PUBLIC;(SEE MISSION CONTINUATION) |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | WILLIAM T ZIMMERMANN |
| IRS990/NbrIndependentVotingMembers | 0 | 13 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 13 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 13 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 4022375 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 4349035 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | 148252 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 148252 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 13 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficeExpenses/ManagementAndGeneral | 0 | 1022 |
| IRS990/OfficeExpenses/Total | 0 | 1022 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c3 | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 25953 |
| IRS990/OtherAssetsTotal/EOY | 0 | 23829 |
| IRS990/OtherExpensePriorYear | 0 | 118378 |
| IRS990/OtherExpensesCurrentYear | 0 | 85200 |
| IRS990/OtherExpenses/Description | 0 | ADMINISTRATIVE FEE |
| IRS990/OtherExpenses/Description | 1 | STATE FILING FEES |
| IRS990/OtherExpenses/ManagementAndGeneral | 0 | 30000 |
| IRS990/OtherExpenses/ManagementAndGeneral | 1 | 3165 |
| IRS990/OtherExpenses/Total | 0 | 30000 |
| IRS990/OtherExpenses/Total | 1 | 3165 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PermanentlyRestrictedNetAssets/BOY | 0 | 90303 |
| IRS990/PermanentlyRestrictedNetAssets/EOY | 0 | 90303 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PremiumsPaid | 0 | 0 |
| IRS990/PriorExcessBenefitTransaction | 0 | 0 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenueCY | 0 | 0 |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 0 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/QuidProQuoContributions | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | 120376 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 206284 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 0 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RevenuesLessExpensesCY | 0 | 120376 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | -20949 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SalariesEtcPriorYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 389985 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 431071 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear | 0 | 45497 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year | 0 | 53188 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years | 0 | 71706 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years | 0 | 102307 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years | 0 | 146080 |
| IRS990ScheduleA/GiftsGrantsContribReceived170/Total | 0 | 418778 |
| IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear | 0 | 120797 |
| IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year | 0 | 131158 |
| IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years | 0 | 128570 |
| IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years | 0 | 136889 |
| IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years | 0 | 121101 |
| IRS990ScheduleA/GrossInvestmentIncome170/Total | 0 | 638515 |
| IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years | 0 | 3956 |
| IRS990ScheduleA/OtherIncome170/Total | 0 | 3956 |
| IRS990ScheduleA/PubliclySupportedOrg170b1Avi | 0 | X |
| IRS990ScheduleA/PublicSupportPertcentage170 | 0 | 0.39460 |
| IRS990ScheduleA/PublicSupportPertcentPriorYear | 0 | 0.46370 |
| IRS990ScheduleA/PublicSupportTotal170 | 0 | 418778 |
| IRS990ScheduleA/ThirtyThreePercntTestsCY170 | 0 | X |
| IRS990ScheduleA/Total170/CurrentTaxYear | 0 | 45497 |
| IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year | 0 | 53188 |
| IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years | 0 | 71706 |
| IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years | 0 | 102307 |
| IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years | 0 | 146080 |
| IRS990ScheduleA/Total170/Total | 0 | 418778 |
| IRS990ScheduleA/TotalSupport | 0 | 1061249 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/CurrentYear/BeginningOfYearBalance | 0 | 734364 |
| IRS990ScheduleD/CurrentYear/Contributions | 0 | 725 |
| IRS990ScheduleD/CurrentYear/EndOfYearBalance | 0 | 732227 |
| IRS990ScheduleD/CurrentYear/GrantsOrScholarships | 0 | 4725 |
| IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses | 0 | 1863 |
| IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance | 0 | 736274 |
| IRS990ScheduleD/CurrentYearMinus1Year/Contributions | 0 | 1485 |
| IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance | 0 | 734364 |
| IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships | 0 | 5485 |
| IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses | 0 | 2090 |
| IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance | 0 | 737966 |
| IRS990ScheduleD/CurrentYearMinus2Years/Contributions | 0 | 1560 |
| IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance | 0 | 736274 |
| IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships | 0 | 5560 |
| IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses | 0 | 2308 |
| IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance | 0 | 654320 |
| IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance | 0 | 737966 |
| IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships | 0 | 5500 |
| IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses | 0 | 89146 |
| IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance | 0 | 817991 |
| IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance | 0 | 654320 |
| IRS990ScheduleD/CurrentYearMinus4Years/GrantsOrScholarships | 0 | 3500 |
| IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses | 0 | -160171 |
| IRS990ScheduleD/EndowmentsHeldByRelatedOrgs | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 39552 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 154618 |
| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPORT THE LIBRARY AND TO PROVIDE SCHOLARSHIPS AND AWARDS TO QUALIFIED INDIVIDUALS FOR EDUCATION OR WORK IN THE FIELD OF REAL ESTATE APPRAISAL. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 1 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAPUSA) REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSTIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, THERE ARE NO UNCERTAIN POSTIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 1 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | PART V, LINE 4: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 1 | PART X, LINE 2: |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 39552 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 39552 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 206284 |
| IRS990ScheduleD/PermanentEndowmentEOYBalance | 0 | 0.12400 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 206284 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 39552 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 274994 |
| IRS990ScheduleD/TermEndowmentEOYBalance | 0 | 0.87600 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 194170 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 314546 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 154618 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 481278 |
| IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant | 0 | 31470 |
| IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant | 1 | 6500 |
| IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients | 0 | 39 |
| IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients | 1 | 4 |
| IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant | 0 | SCHOLARSHIPS |
| IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant | 1 | AWARDS |
| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | SCHEDULE I, PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT NARRATIVE AND FINANCIAL WRITTEN REPORTS THROUGHOUT THE COURSE OF THE GRANT TO VERIFY THAT THE PURPOSE AND TERMS OF THE GRANT ARE BEING MET. GRANT INSTALLMENTS ARE DISBURSED PENDING RECEIPT AND APPROVAL OF THE REPORTS. FINAL NARRATIVE AND FINANCIAL WRITTEN REPORTS ARE REQUIRED AT THE END OF THE GRANT TERM. |
| IRS990ScheduleI/Form990ScheduleIPartIV/Identifier | 0 | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: |
| IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference | 0 | PART I, LINE 2: |
| IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1 | 0 | 200 W MADISON SUITE 1500 |
| IRS990ScheduleI/RecipientTable/AddressUS/City | 0 | CHICAGO |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 0 | IL |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 0 | 60606 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 0 | 71000 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 363739643 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | SUPPORT THE LUM LIBRARY, LDAC MEETING, AND AI ANNUAL MEETING |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 0 | APPRAISAL INSTITUTE |
| IRS990ScheduleI/RecordsMaintained | 0 | 1 |
| IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants | 0 | 0 |
| IRS990ScheduleI/TotalNbrOfOtherOrganizations | 0 | 1 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | 0 |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 15524 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 231409 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 22482 |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | THE ORGANIZATION DOES NOT PAY ANY COMPENSATION, HOWEVER THE TREASURER SERVES AS THE CFO OF A RELATED ORGANIZATION, APPRAISAL INSTITUTE, AND IS COMPENSATED ACCORDINGLY BY THE RELATED ORGANIZATION. COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY THIS RELATED ORGANIZATION, APPRAISAL INSTITUTE. COMPENSATION FOR ALL EMPLOYEES IS DETERMINED BY THE GUIDELINES CONTAINED IN THEIR WAGE AND SALARY PROGRAM. THIS PROGRAM WAS DEVELOPED BY OUTSIDE HR CONSULTANTS IN CONJUNCTION WITH A CONSULTING FIRM. THE PROGRAM INCLUDES THE ESTABLISHMENT OF POSITION GRADES AND SALARY RANGES OF ALL POSITIONS. POSITION GRADES AND SALARY RANGES ARE BASED ON THE MARKET RATES OF ORGANIZATIONS OF SIMILAR SIZE AND BUDGET. THE CEO APPROVES ALL SALARIES. |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier | 0 | SUPPLEMENTAL INFORMATION |
| IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference | 0 | PART III |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | WILLIAM T ZIMMERMANN |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 945 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | TREASURER |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 270360 |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.